Description:Housecall Pro: Field Service is an all-in-one field service management app for home service businesses such as HVAC, plumbing, electrical, and cleaning. It helps you schedule and dispatch jobs, create estimates and invoices, accept payments on-site, and keep customers updated with automated messages.
Core features include smart scheduling and dispatch with a drag-and-drop calendar, digital estimates and invoices with on-the-spot payment processing, and a built-in CRM for customer history, online booking, and job status notifications. Designed for mobile teams, it streamlines operations, reduces no-shows, and improves cash flow, making it ideal for small to mid-sized service companies seeking efficient, professional workflows and faster payments.
How to use:1. Download and sign up: Install the app, create your account, choose your business type, and complete basic company details.
2. Set up your workspace: Add services and pricing, taxes, payment methods, and team members; customize estimate and invoice templates.
3. Schedule and dispatch: Open the calendar to create a new job, assign the right technician, add job notes and photos, and optimize routes if needed.
4. Estimate, invoice, and get paid: Build estimates from templates, convert approved estimates to jobs, capture signatures, send invoices, and accept card or ACH payments in the field.
5. Automate and track: Enable SMS and email notifications, share your online booking link, schedule reminders, and review reports to track revenue, jobs, and team performance.